Supervised by Swiss Financial Market Supervisory Authority (FINMA), Laupenstrasse 27, 3003 Bern.
Monitored by the Supervisory Organisation for Financial Intermediaries & Trustees SO-FIT, rue Pedro-Meylan 2, 1208 Geneva.
Affiliated with the mediation body OFS Ombud Finance Switzerland, Boulevard des Tranchées 16, 1206 Geneva.

Politique interne de protection des données

About Us

Your trust is our most precious asset. Honouring it is what guides us through all the stages of our process.

Our approach is based on four key pillars: trust, service, know-how and innovation.

Our investment process focuses on a balance between the demand for capital preservation and the supply of medium and long-term asset growth.

To achieve this, TASK WM carries out a complete assessment of each client's financial situation, which stands out for its standardised and increasingly common wealth management solutions.

As an additional service, TASK provides a comprehensive supervision of its clients' bank accounts completed with periodic consolidated reports.

A Wealth Management Firm

8 Partners

Over 20 years of experience in Wealth Management